Wharton Fintech

AUGUST 21, 2023

Investments in the Alto platform and recent trends Eric: It’s not that the composition of investments in the Alto platform has changed as much as the desire and willingness of both the investor as well as the financial advisor community; the registered investment advisors have embraced the objective of adding alternatives to the portfolio.

Accreditation 52

Accreditation Returns Regs Origination 52

PYMNTS

MARCH 12, 2018

At the moment, the aim of the SEC may be to prevent accredited investors from “flipping” their ICO holdings to the unaccredited, less savvy investors who are not as able to absorb the blow of (possible) losses. . The unaccredited investor now has skin in the game – and, as Patel told PYMNTS, for the SEC “alarms are ringing.”.

Regulations 46

Regulations Rules Laws Security 46

CB Insights

MAY 8, 2018

In some cases, pre-sales offer discounted tokens to early investors (accredited and unaccredited). In still other cases, accredited investors buy tokens via cryptocurrency purchase agreements. On the other, they shift risk onto accredited and venture investors, a good thing for consumers and regulators. That’s on one side.

Blockchain 75

Blockchain Technology Cryptocurrency Use Case 75

Fintech Labs Insights

NOVEMBER 12, 2015

He said that DarcMatter is less a traditional robo-advisor and more a platform that “streamlines the process to display the opportunities that would be best.” How it Works: DarcMatter is currently available only to accredited investors. ” Stats: Headquartered in New York. Founded in November 2014. Provides $1.5

Due Diligence 26

Due Diligence Accreditation Regulatory Compliance Regulations 26

Global Fintech & Digital Assets

DECEMBER 11, 2023

The governing body is expected to allocate “sufficient resources [for the covered entity] to implement and maintain an effective cybersecurity program,” and have “sufficient understanding of cybersecurity-related matters” to execute its oversight function, which may entail the use of advisors.

Cybersecurity 59

Cybersecurity Multifactor Authentication Risk Assessment MFA 59

Fintech Labs Insights

JUNE 9, 2016

10,000+ accredited investors from 15+ countries. EquityZen’s platform offers these investment opportunities to accredited investors and qualified purchasers. Investors on our platform include small institutions (asset managers, family offices) as well as retail (HNWIs, financial advisors). Company facts: Founded in 2013.

Accreditation 17

Accreditation Advisors Transactions Regulations 17

Fintech Labs Insights

JULY 16, 2015

After a month-long screening process, we narrowed the pile to the newest and most innovative ideas in fintech. Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale.

Online and Mobile Banking 26

Online and Mobile Banking Payment APIs and Integration Advisors Push-to-Card 26

Fintech Labs Insights

MARCH 8, 2016

Here are the fintech deals by size from 27 Feb to 4 Mar 2016: iAngels. Tags:Consumers, SMB, accredited investors, equity investing, startups. Robo-advisor software for financial institutions. The post Fintech Fundings: 29 Companies Raise $75 Million Week Ending March 3 appeared first on Finovate. Total raised: $16.25

Underwriting 18

Underwriting FinTech Accreditation P2P 18